Ovata Capital Management’s NetEase NTES Stock Holding History

Ovata Capital Management’s Portfolio NTES Stock Details NTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,800	Closed	-$937K	–	51
2025 Q4	$937K	Sell	6,800 -18,500	-73%	-$2.63M	0.11%	45
2025 Q3	$3.85M	Buy	25,300 +17,600	+229%	+$2.42M	0.77%	22
2025 Q2	$1.03M	Sell	7,700 -10,000	-56%	-$1.15M	0.22%	31
2025 Q1	$1.8M	Buy	+17,700	New	+$1.78M	0.68%	23
2023 Q4	–	Sell	-39,214	Closed	-$3.99M	–	15
2023 Q3	$3.99M	Buy	+39,214	New	+$4.02M	5.01%	8
2022 Q2	–	Sell	-20	Closed	-$2K	–	108
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	184
2021 Q4	$2K	Buy	+20	New	+$2.03K	﹤0.01%	47
2021 Q1	–	Sell	-83,108	Closed	-$7.91M	–	56
2020 Q4	$7.91M	Buy	83,108 +51,808	+166%	+$4.65M	2.5%	13
2020 Q3	$2.79M	Sell	31,300 -136,320	-81%	-$12.8M	0.99%	23
2020 Q2	$14.4M	Buy	+167,620	New	+$12.6M	4.32%	3
2020 Q1	–	Sell	-460	Closed	-$28.2K	–	40
2019 Q4	$28.2K	Buy	+460	New	+$27K	0.02%	30

Other funds holding NTES

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ovata Capital Management's NTES Position: Q1 2026 in Review

Ovata Capital Management sold out of NetEase (NTES) in Q1 2026, closing a stake of 6,800 shares — an estimated $937K sold.

Ovata Capital Management first reported a position in NTES in Q4 2019 and held it in 11 quarters. The position peaked at $14.4M in Q2 2020. 429 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

Ovata Capital Management reported no remaining NetEase position as of Q1 2026 after selling out during the quarter.
Ovata Capital Management sold 6,800 NetEase shares in Q1 2026, an estimated $937K.
Ovata Capital Management first reported a position in NetEase in Q4 2019 and held it in 11 quarters.
Ovata Capital Management's NetEase position peaked at $14.4M in Q2 2020.
429 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.